by sauser | Feb 1, 2023 | Blog
If you’re a parent of young children, you might feel a bit anxious about helping your child face the costs of college. What can you do now? In addition to starting to build college education savings, it’s also important to consider options to maximize college...
by sauser | Jan 4, 2023 | Blog
Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture into a different climate. For the most...
by sauser | Jan 4, 2023 | Blog
Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a downward turn over the last year in response to rising interest rates, this age-old question has emerged again. Passive investing seeks to...
by sauser | Dec 22, 2022 | Blog
Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that minimizes risk, it can help to think of stocks as falling into one of two...
by sauser | Dec 22, 2022 | Blog
When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by...
by revisor | Jul 19, 2022 | Blog
How Women Can Overcome Obstacles to Retirement Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but it can be especially hard for women, who face a number of...
